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5,814 hedge funds and large institutions have $2.69T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 2,576 increasing their positions, 2,610 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 107

33% more capital invested

Capital invested by funds: $2.02T → $2.69T (+$670B)

26% more call options, than puts

Call options by funds: $57.8B | Put options by funds: $45.7B

11% more funds holding in top 10

Funds holding in top 10: 2,8363,153 (+317)

1% more funds holding

Funds holding: 5,7645,814 (+50)

0.06% more ownership

Funds ownership: 72.37%72.43% (+0.06%)

1% less repeat investments, than reductions

Existing positions increased: 2,576 | Existing positions reduced: 2,610

Holders
5,814
Holders Change
+50
Holders Change %
+0.87%
% of All Funds
76.55%
Holding in Top 10
3,153
Holding in Top 10 Change
+317
Holding in Top 10 Change %
+11.18%
% of All Funds
41.51%
New
237
Increased
2,576
Reduced
2,610
Closed
107
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Change in
Stake
EFP
5301
EnRich Financial Partners
Wisconsin
$768K +$33K +76 +5%
T
5302
TOBAM
France
$768K -$77.7K -179 -10%
HSWS
5303
Higgins & Schmidt Wealth Strategies
Colorado
$766K +$6.51K +15 +1%
SCA
5304
Sippican Capital Advisors
Massachusetts
$765K
IWM
5305
IMG Wealth Management
Florida
$765K +$143K +329 +27%
BSWM
5306
Boston Standard Wealth Management
Massachusetts
$763K +$70.8K +163 +12%
WIC
5307
Whitegate Investment Counselors
New Hampshire
$760K +$869 +2 +0.1%
NPI
5308
New Perspectives Inc
Mississippi
$756K +$434 +1 +0.1%
BA
5309
BCM Advisors
Louisiana
$752K
NECFA
5310
New England Capital Financial Advisors
Connecticut
$751K +$25.2K +58 +4%
NWA
5311
Navis Wealth Advisors
New York
$751K +$15.2K +35 +2%
TWM
5312
Tanglewood Wealth Management
Texas
$749K -$16.5K -38 -2%
BOC
5313
Bull Oak Capital
California
$749K -$434 -1 -0.1%
KP
5314
Kitching Partners
Pennsylvania
$749K +$49.5K +114 +8%
GCWM
5315
Graham Capital Wealth Management
District of Columbia
$748K +$81.2K +187 +14%
SPI
5316
Strategic Planning Inc
Ohio
$746K -$32.6K -75 -5%
CC
5317
Carlson Capital
Texas
$746K +$651K +1,500 New
NI
5318
NFC Investments
Tennessee
$746K
FRM
5319
Fox Run Management
Connecticut
$745K +$161K +370 +33%
CC
5320
Climber Capital
Switzerland
$744K +$1.74K +4 +0.3%
VWA
5321
Valued Wealth Advisors
Utah
$740K +$12.2K +28 +2%
SIM
5322
Sims Investment Management
Ohio
$738K -$8.69K -20 -1%
TCM
5323
Tuttle Capital Management
Connecticut
$732K +$83.4K +192 +15%
RCWM
5324
Red Crane Wealth Management
California
$732K +$24.3K +56 +4%
CAG
5325
Compass Advisory Group
New York
$731K +$31.3K +72 +5%

MSFT Hedge Fund Activity: Q2 2025 in Review

5,814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2025, worth a combined $2.69T — up 33% from $2.02T a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new MSFT positions and 107 closed out — a net gain of 130 holders — while 2,576 added to existing stakes and 2,610 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $7.36B. The largest seller was UBS AM, cutting an estimated $22.7B.

  • 5,814 institutional investors held Microsoft (MSFT) as of Q2 2025, up from 5,764 in Q1 2025.
  • Funds reported $2.69T of Microsoft stock for Q2 2025, up 33% quarter-over-quarter.
  • 237 funds opened new Microsoft positions in Q2 2025 and 107 closed out, a net change of +130 holders.
  • The largest Microsoft buyer in Q2 2025 was Broadwater Capital, an estimated $7.36B added.
  • The largest Microsoft seller in Q2 2025 was UBS AM, an estimated $22.7B sold.

Based on aggregated 13F filings for Q2 2025.